Private Clients Account Executive

• Converting new business and renewals in line with or in excess of company targets
• Preparing market presentations
• Liaising with insurers and clients pre and post-sale
• Checking covers, warranties, endorsements to ensure that they are correct and in line with quotations provided
• Mid-term adjustments
• Incoming and outbound call handling
• Corresponding and communicating with clients and insurance companies
• Cross selling other products
• Maintaining day to day compliance procedures for FCA regulation
• Effectively managing individual diary
• Managing personal work workflow effectively and efficiently
• Maintaining a complete and comprehensive training record
• Sharing ideas or suggestions for business improvement with management
• Advising manager of any backlog in work in a timely manner
• Advising manager of any debt recovery problems or contentious issues in a timely manner

• Minimum of 3 years insurance experience
• Strong technical knowledge of the Private Clients Household Market
• Strong technical knowledge of the Private Clients Motor Market
• Strong technical knowledge of the Private Clients Travel market
• CERT CII qualified, or part qualified with the desire to complete
• Strong negotiation skills
• Effective communication, both written and verbal
• Ability to work alone and as part of a team
• High attention to detail
• Form and develop strong insurer and client relationships
• Time management and organisational skills
• Good customer service

May be a high performing non insurance sales executive looking for the next steps in their career

• 24 days holiday rising to 27 + Bank Holidays
• Pension
• DIS
• A range of flexible benefits through our Reward Gateway Platform
• A relaxed and client focused environment within a team that is passionate about agriculture and retains the family feel to it
• Full support for ongoing professional development (including qualifications)
• Access to the annual company share save scheme